iShares US Treasury Bond ETFGOVTETF
13F holders, Q1 2026 (March 31)933holders +96
156new positions
61sold out
5famous investors
$22.99avg. 13F price*
At the end of Q1 2026, 933 institutions reported holding iShares US Treasury Bond ETF (GOVT) in their 13F filings, up 96 from Q4 2025. 156 opened new positions and 61 sold out. The largest holders were Bank of America Corp. ($10.9B), JPMorgan Chase & Co. ($4.9B) and Envestnet Asset Management Inc. ($3.5B). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares US Treasury Bond ETF
- CUSIP
- 46429B267
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 156 | $235.9M |
| Exits | 61 | $64.6M |
All 13F filers, Q4 2025 → Q1 2026: 412,124,568 shares bought and 58,632,811 shares sold, net +353,491,757 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 933 holders
| Bank of America Corp. | 0.80% | Add +20.3% | 474,769,940 | $10.9B |
| JPMorgan Chase & Co. | 0.33% | Add +9.6% | 213,742,832 | $4.9B |
| Envestnet Asset Management Inc. | 0.94% | Add +112.8% | 153,894,218 | $3.5B |
| LPL Financial LLC | 0.86% | Add +18.3% | 140,890,662 | $3.2B |
| Truist Financial Corp. | 2.33% | Add +6.0% | 75,290,882 | $1.7B |
| PNC Financial Services Group, Inc. | 0.72% | Add +3.3% | 54,704,163 | $1.3B |
| US Bancorp \de | 1.45% | Add +2749.0% | 46,829,856 | $1.2B |
| Morgan Stanley | 0.06% | Add +26.1% | 41,052,291 | $940.5M |
| Assetmark, Inc. | 1.22% | Add +4.8% | 26,176,498 | $599.7M |
| TIAA Wealth Investment Management LLC | 4.47% | — | 25,607,976 | $586.2M |
| Charles Schwab Investment Management Inc. | 0.09% | Add +7.8% | 25,520,521 | $584.7M |
| Allworth Financial LP | 2.18% | Add +1.5% | 23,374,003 | $535.5M |
| Wealth Enhancement Advisory Services, LLC | 1.15% | Reduce -22.5% | 22,955,036 | $521.4M |
| BlackRock, Inc. | 0.01% | Add +75.8% | 22,216,730 | $509.0M |
| Fund Evaluation Group, LLC | 12.67% | Add +6.5% | 17,999,984 | $412.4M |
| Tiaa-Cref Individual & Institutional Services, LLC | 1.21% | — | 13,731,742 | $314.6M |
| Jordan Park Group LLC | 15.27% | Reduce -33.5% | 12,517,295 | $286.8M |
| Morningstar Investment Management LLC | 14.87% | Reduce -2.0% | 10,483,782 | $240.2M |
| Cetera Investment Advisers | 0.25% | Add +144.8% | 10,135,363 | $232.2M |
| United Capital Financial Advisors, LLC | 1.40% | Add +30.7% | 9,932,883 | $227.5M |
| UBS Group AG | 0.04% | Add +77.9% | 9,433,589 | $216.1M |
| Northern Trust Corp. | 0.03% | Add +77.0% | 8,321,113 | $190.6M |
| TD Private Client Wealth LLC | 3.88% | Add +9.3% | 8,169,778 | $187.2M |
| Envestnet Portfolio Solutions, Inc. | 1.01% | Add +457.4% | 7,965,762 | $182.5M |
| Ameriprise Financial Inc. | 0.04% | Add +59.6% | 7,903,192 | $180.2M |
| Cwm, LLC | 0.45% | Add +604.7% | 7,549,432 | $173.0M |
| EP Wealth Advisors, LLC | 0.79% | Add +6.4% | 6,993,963 | $160.2M |
| Bank of New York Mellon Corp | 0.03% | Add +211.2% | 6,702,133 | $153.5M |
| Dynasty Wealth Management, LLC | 1.32% | Add +1316.7% | 6,629,343 | $151.9M |
| Janney Montgomery Scott LLC | 0.37% | Add +178.9% | 6,588,546 | $150.9M |
| FMR LLC | 0.01% | Reduce -14.1% | 6,350,646 | $145.5M |
| MML Investors Services, LLC | 0.40% | Add +150.7% | 6,218,729 | $142.5M |
| Norinchukin Bank, The | 1.65% | Reduce -1.7% | 6,158,350 | $141.1M |
| Brown Advisory Inc. | 0.23% | Add +109.5% | 6,100,423 | $139.8M |
| Park Avenue Securities LLC | 1.06% | Add +425.1% | 5,921,573 | $135.7M |
| Royal Bank of Canada | 0.02% | Add +19.7% | 5,406,893 | $123.9M |
| Merit Financial Group, LLC | 0.90% | Add +107.0% | 5,260,410 | $120.5M |
| Mill Creek Capital Advisors, LLC | 2.40% | Add +3.0% | 5,103,565 | $116.9M |
| Captrust Financial Advisors | 0.20% | Add +2.1% | 4,862,785 | $111.4M |
| Wedmont Private Capital | 3.23% | Add +14.2% | 4,370,401 | $100.1M |
| MCF Advisors LLC | 4.18% | Reduce -1.6% | 4,165,548 | $95.4M |
| Sanctuary Advisors, LLC | 0.50% | Add +119.3% | 4,042,192 | $92.6M |
| SYM FINANCIAL Corp | 8.52% | Add +4.8% | 3,723,338 | $85.3M |
| Raymond James Financial Inc. | 0.03% | Add +38.3% | 3,695,203 | $84.7M |
| Alesco Advisors, LLC, An ESL Co | 2.16% | Add +4.7% | 3,691,010 | $84.6M |
| AE Wealth Management LLC | 0.45% | Add +6.3% | 3,646,782 | $83.5M |
| Crestwood Advisors Group, LLC | 1.33% | Add +0.4% | 3,455,968 | $79.2M |
| 1607 Capital Partners, LLC | 5.62% | Add +6.0% | 3,405,172 | $78.0M |
| State Farm Mutual Automobile Insurance Co. | 0.06% | Add +42.4% | 3,370,370 | $77.2M |
| Castleark Management LLC | 2.52% | No change | 3,329,569 | $76.3M |
| Thrivent Financial for Lutherans | 0.14% | Add +30.0% | 3,167,395 | $72.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +601.3% | 3,124,094 | $71.6M |
| Itau Unibanco Holding S.A. | 1.59% | Reduce -5.2% | 2,899,328 | $66.4M |
| NewEdge Advisors, LLC | 0.23% | Add +347.1% | 2,838,987 | $65.0M |
| Osaic Holdings, Inc. | 0.09% | Add +24.8% | 2,816,353 | $64.5M |
| OpenArc Corporate Advisory, LLC | 0.90% | Add +1969.2% | 2,750,431 | $63.0M |
| Wells Fargo & Company | 0.01% | Add +27.6% | 2,518,365 | $57.7M |
| Sagespring Wealth Partners, LLC | 1.05% | Add +10200.3% | 2,514,722 | $57.6M |
| Stifel Financial Corp. | 0.05% | Add +181.7% | 2,444,478 | $56.0M |
| Bailard, Inc. | 1.24% | Add +25.2% | 2,352,179 | $53.9M |
| Cresset Asset Management, LLC | 0.21% | Add +12.0% | 2,114,726 | $48.4M |
| Commonwealth Equity Services, LLC | 0.07% | Add +72.7% | 2,045,565 | $46.9M |
| Dodds Wealth, LLC | 11.20% | Reduce -0.8% | 1,990,898 | $45.6M |
| Focus Partners Wealth | 0.05% | Add +6.6% | 1,956,630 | $45.0M |
| Triad Wealth Partners, LLC | 3.54% | Add +224.7% | 1,951,668 | $44.7M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +63.0% | 1,767,949 | $40.5M |
| Heck Capital Advisors, LLC | 2.83% | Add +1.4% | 1,667,429 | $38.2M |
| Foundations Investment Advisors, LLC | 0.46% | Add +328.1% | 1,634,267 | $37.4M |
| Foster Group, Inc. | 1.08% | Reduce -0.1% | 1,590,125 | $36.4M |
| Cerity Partners LLC | 0.05% | Add +59.7% | 1,566,106 | $35.9M |
| Verum Partners LLC | 6.76% | Add +4.0% | 1,554,058 | $35.6M |
| Virginia Estate & Retirement Planning Advisors Inc. | 60.68% | — | 342,206 | $34.4M |
| 3EDGE Asset Management, LP | 1.66% | Reduce -2.5% | 1,502,677 | $34.4M |
| BlueStem Wealth Partners, LLC | 3.68% | Add +20.6% | 1,447,241 | $33.2M |
| Prime Capital Investment Advisors, LLC | 0.38% | Reduce -10.6% | 1,416,524 | $32.5M |
| JB Capital LLC | 1.29% | Add +3764.5% | 1,392,227 | $31.9M |
| CreativeOne Wealth, LLC | 0.74% | Add +587.9% | 1,389,814 | $31.8M |
| Strategic Blueprint, LLC | 1.83% | Add +56.5% | 1,371,683 | $31.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | Reduce -24.1% | 1,350,596 | $30.9M |
| Equitable Holdings, Inc. | 0.19% | Add +30.7% | 1,313,590 | $30.2M |
| Principal Securities, Inc. | 0.44% | Add +68.0% | 1,303,146 | $29.9M |
| Ascent Group, LLC | 1.01% | Add +521.5% | 1,279,312 | $29.3M |
| DDFG, Inc | 6.20% | Add +4.8% | 1,256,244 | $28.8M |
| Lockheed Martin Investment Management Co. | 1.05% | No change | 1,250,000 | $28.6M |
| Wealthspire Advisors, LLC | 0.22% | Reduce -1.0% | 1,234,565 | $28.3M |
| Acorns Advisers, LLC | 0.20% | Add +0.2% | 1,201,622 | $27.5M |
| Lifeworks Advisors, LLC | 3.35% | Add +2.1% | 1,138,418 | $26.1M |
| Rockefeller Capital Management L.P. | 0.05% | Add +5.0% | 1,133,394 | $26.0M |
| Trilogy Capital Inc. | 1.14% | Add +2.0% | 1,115,125 | $25.5M |
| Cutler Investment Counsel LLC | 2.62% | Add +0.8% | 1,111,849 | $25.5M |
| Johnson Bixby & Associates, LLC | 3.12% | Add +2.2% | 1,096,862 | $25.1M |
| School Employees Retirement Board of Ohio | 10.17% | No change | 1,088,991 | $24.9M |
| Atria Investments, Inc | 0.27% | Add +141.8% | 1,062,852 | $24.3M |
| Strategic Investment Advisors / MI | 1.68% | Add +80.3% | 1,059,639 | $24.3M |
| Modern Wealth Management, LLC | 0.40% | Add +76.9% | 1,031,632 | $23.6M |
| Sharkey, Howes & Javer | 3.15% | Add +613.0% | 1,019,615 | $23.4M |
| Henderson Brothers Financial Partners, LLC | 5.84% | — | 1,006,592 | $23.1M |
| SteelPeak Wealth, LLC | 0.72% | Add +347.8% | 998,208 | $22.9M |
| Mariner, LLC | 0.03% | Add +43.3% | 990,866 | $22.7M |
| Elevation Point Wealth Partners, LLC | 0.52% | Add +58.3% | 960,565 | $22.0M |
| Commerce Bank | 0.11% | Reduce -31.0% | 947,519 | $21.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +65.1% | 943,511 | $21.6M |
| Genus Capital Management Inc. | 2.45% | Add +0.4% | 932,927 | $21.4M |
| Envision Financial Planning, LLC | 7.69% | Add +7.0% | 927,889 | $21.3M |
| Horst & Graben Wealth Management LLC | 2.85% | Add +891.0% | 907,504 | $20.8M |
| Farther Finance Advisors, LLC | 0.19% | Add +8.9% | 902,012 | $20.6M |
| Baird Financial Group, Inc. | 0.03% | Add +208.4% | 897,153 | $20.6M |
| Annandale Capital, LLC | 3.29% | Add +3.4% | 873,545 | $20.0M |
| Geneos Wealth Management Inc. | 0.45% | Reduce -1.2% | 855,364 | $19.6M |
| Gibbs Wealth Management | 2.58% | Add +60.9% | 853,799 | $19.6M |
| Vestmark Advisory Solutions, Inc. | 0.22% | Add +42.4% | 848,271 | $19.4M |
| Schmidt P J Investment Management Inc. | 3.18% | Add +0.7% | 824,415 | $18.9M |
| Roberts Financial Services LLC | 5.94% | Reduce -11.9% | 815,856 | $18.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.05% | New | 808,370 | $18.5M |
| CFS Investment Advisory Services, LLC | 1.27% | Add +1088.3% | 799,766 | $18.4M |
| Nationwide Fund Advisors | 0.80% | Reduce -29.1% | 798,801 | $18.3M |
| Key Financial Inc | 3.15% | Add +9.6% | 773,330 | $17.7M |
| St Germain D J Co. Inc. | 0.70% | Add +0.9% | 771,228 | $17.7M |
| HM Payson & Co. | 0.25% | New | 768,174 | $17.6M |
| Private Advisor Group, LLC | 0.08% | Add +37.5% | 767,645 | $17.6M |
| Orion Porfolio Solutions, LLC | 0.15% | Add +220.7% | 759,320 | $17.4M |
| Juno Financial Group LLC | 6.78% | Add +3.5% | 755,358 | $17.3M |
| Savant Capital, LLC | 0.08% | Reduce -7.2% | 739,616 | $16.9M |
| Snider Financial Group | 5.08% | Add +7.7% | 734,182 | $16.8M |
| Mgo One Seven LLC | 0.34% | Add +1127.2% | 731,709 | $16.8M |
| Capital Planning Advisors, LLC | 2.42% | Reduce -2.5% | 731,365 | $16.8M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +64.9% | 731,275 | $16.8M |
| NorthRock Partners, LLC | 0.25% | Add +309.1% | 677,582 | $15.5M |
| Sumitomo Mitsui Financial Group, Inc. | 0.31% | Reduce -5.8% | 671,704 | $15.4M |
| Integrity Alliance, Llc. | 0.57% | Add +6.5% | 658,026 | $15.1M |
| Integrated Wealth Concepts LLC | 0.12% | Add +20.9% | 653,194 | $15.0M |
| Topel & Distasi Wealth Management, LLC | 7.71% | Add +1.8% | 651,472 | $14.9M |
| Gotham Asset Management | 0.04% | Add +3.5% | 640,676 | $14.7M |
| Pacific Wealth Management | 7.77% | Add +4.4% | 630,424 | $14.4M |
| Bernardo Wealth Planning LLC | 2.82% | Add +2.4% | 628,294 | $14.4M |
| Perigon Wealth Management, LLC | 0.26% | Reduce -6.1% | 619,790 | $14.2M |
| Mutual Advisors, LLC | 0.30% | Add +20.2% | 613,008 | $14.0M |
| JT Stratford LLC | 1.74% | Add +152.3% | 595,685 | $13.6M |
| Kelly Financial Services LLC | 3.26% | New | 591,172 | $13.5M |
| Nomura Asset Management International Inc. | 0.02% | No change | 580,856 | $13.3M |
| STAR Financial Bank | 6.24% | Add +374.6% | 577,161 | $13.2M |
| Addison Capital Co | 2.35% | Add +48.1% | 577,011 | $13.2M |
| SCS Capital Management LLC | 0.14% | Reduce -1.3% | 570,825 | $13.1M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.51% | Add +761.0% | 568,636 | $13.0M |
| Stone House Investment Management, LLC | 2.32% | Add +2227.3% | 565,800 | $13.0M |
| Arcadia Wealth Management, LLC | 4.66% | Add +97.8% | 562,027 | $12.9M |
| Icon Wealth Advisors, LLC | 0.83% | Add +820.6% | 564,071 | $12.9M |
| Gateway Wealth Partners, LLC | 0.49% | Add +2051.4% | 551,459 | $12.6M |
| One Wealth Advisors, LLC | 1.56% | Add +514.0% | 545,685 | $12.5M |
| &partners | 0.06% | Add +216.6% | 531,709 | $12.2M |
| Mma Asset Management LLC | 4.26% | Reduce -15.3% | 527,899 | $12.1M |
| Cerity Partners OCIO LLC | 0.72% | Reduce -0.2% | 522,602 | $12.0M |
| Prudential PLC | 0.09% | Reduce -4.5% | 522,510 | $12.0M |
| Arax Advisory Partners | 0.34% | Add +1599.1% | 517,844 | $11.9M |
| TSA Wealth Managment LLC | 3.66% | Add +419.0% | 494,332 | $11.3M |
| McKinley Carter Wealth Services, Inc. | 0.65% | Reduce -64.7% | 489,638 | $11.2M |
| Seascape Capital Management | 3.22% | Reduce -1.7% | 487,552 | $11.2M |
| Tiaa Trust, National Association | 0.68% | Reduce -98.6% | 485,145 | $11.1M |
| Montecito Bank & Trust | 1.80% | Reduce -4.3% | 476,779 | $10.9M |
| Citadel Advisors | 0.01% | New | 474,791 | $10.9M |
| Stokes Family Office, LLC | 1.11% | Add +373.3% | 469,700 | $10.8M |
| Trek Financial, LLC | 0.57% | Add +445.0% | 466,672 | $10.7M |
| Clear Creek Financial Management, LLC | 0.82% | Add +18.5% | 466,217 | $10.7M |
| Stolz & Associates, PS | 7.43% | Add +11.4% | 464,931 | $10.6M |
| Deutsche Bank AG | 0.00% | Add +24.6% | 452,546 | $10.4M |
| Shepherd Financial Partners LLC | 0.98% | New | 450,018 | $10.3M |
| Phoenix Wealth Advisors | 3.98% | Add +10.8% | 439,524 | $10.1M |
| Arkadios Wealth Advisors | 0.17% | Add +241.4% | 435,812 | $10.0M |
| Kestra Advisory Services, LLC | 0.04% | Add +16.5% | 428,842 | $9.8M |
| Westshore Wealth, LLC | 3.45% | Add +5.0% | 427,882 | $9.8M |
| Barclays PLC | 0.00% | Add +556.9% | 425,147 | $9.7M |
| Regal Investment Advisors LLC | 0.55% | Add +162.4% | 413,334 | $9.5M |
| Compagnie Lombard Odier SCmA | 0.12% | Reduce -0.7% | 409,401 | $9.4M |
| Diversify Wealth Management, LLC | 0.17% | Reduce -24.3% | 408,893 | $9.3M |
| Spectrum Strategic Capital Management, LLC | 4.95% | Reduce -7.4% | 401,593 | $9.2M |
| National Bank of Canada | 0.01% | Add +1.1% | 395,896 | $9.1M |
| Wealth Alliance, LLC | 0.87% | Add +1115.3% | 385,999 | $8.8M |
| Westfuller Advisors, LLC | 3.73% | Add +36.3% | 377,414 | $8.6M |
| Jones Financial Companies LLLP | 0.00% | Add +16.4% | 375,688 | $8.6M |
| Bartlett & Co. Wealth Management LLC | 0.11% | Reduce -12.9% | 374,000 | $8.5M |
| Phoenix Financial Ltd. | 0.08% | Reduce -12.8% | 369,700 | $8.5M |
| True North Advisors, LLC | 0.96% | New | 365,979 | $8.4M |
| Brookstone Capital Management | 0.10% | Add +318.2% | 364,775 | $8.4M |
| SWP Financial LLC | 4.17% | Add +295.4% | 357,087 | $8.2M |
| ONE Advisory Partners, LLC | 2.51% | Add +1040.2% | 355,357 | $8.1M |
| Cornerstone National Bank & Trust Co | 2.95% | Reduce -9.4% | 350,378 | $8.0M |
| Shared Vision Wealth Group LLC | 3.22% | Add +117.2% | 344,517 | $7.9M |
| Flow Traders U.S. LLC | 0.25% | Add +4.3% | 343,710 | $7.9M |
| World Investment Advisors | 0.12% | Add +140.9% | 335,991 | $7.7M |
| Creative Planning | 0.01% | Add +9.0% | 333,597 | $7.6M |
| Coign Capital Advisors LLC | 4.01% | Add +2.2% | 333,544 | $7.6M |
| Vise Technologies, Inc. | 0.15% | No change | 329,632 | $7.6M |
| Independent Advisor Alliance | 0.08% | Add +790.3% | 326,528 | $7.5M |
| Scarborough Advisors, LLC | 0.82% | New | 326,220 | $7.5M |
| Centerline Wealth Advisors, LLC | 2.68% | New | 325,172 | $7.4M |
| Traveka Wealth, LLC | 2.84% | Add +97.4% | 324,769 | $7.4M |
| PAX Financial Group, LLC | 1.26% | Add +602.2% | 322,741 | $7.4M |
| Peak Wealth Management LLC | 6.02% | Add +86.5% | 320,087 | $7.3M |
| Beacon Financial Group | 0.73% | New | 319,532 | $7.3M |
| Advisory Services Network, LLC | 0.10% | Add +120.6% | 317,646 | $7.3M |
| Robertson Stephens Wealth Management, LLC | 0.20% | Reduce -25.7% | 311,625 | $7.1M |
| Bay Harbor Wealth Management, LLC | 1.82% | Add +604.4% | 306,208 | $7.0M |
| Scotia Capital Inc. | 0.03% | Add +16.3% | 304,590 | $7.0M |
| Arrowroot Family Office, LLC | 2.30% | Add +112.4% | 303,697 | $7.0M |
| Pinnacle Financial Partners, Inc. | 0.05% | Add +12.8% | 302,238 | $6.9M |
| Madson Wealth Advisors Inc | 5.76% | — | 302,104 | $6.9M |
| Family Capital Trust Co | 2.50% | Add +0.2% | 301,969 | $6.9M |
| Anfield Capital Management, LLC | 1.89% | Add +21.7% | 299,608 | $6.9M |
| Hilltop Holdings Inc. | 0.62% | Reduce -8.9% | 297,111 | $6.8M |
| Financial Management Network Inc. | 1.04% | Add +13.0% | 295,521 | $6.8M |
| Keystone Financial Services | 1.98% | Add +1433.7% | 294,465 | $6.7M |
| Simon Quick Advisors, LLC | 0.31% | Add +10.4% | 293,872 | $6.7M |
| Alliancebernstein L.P. | 0.00% | Add +0.3% | 291,238 | $6.7M |
| Highline Wealth Partners LLC | 1.71% | Add +8.7% | 291,761 | $6.7M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +347.8% | 287,722 | $6.6M |
| Fifth Third Bancorp | 0.01% | Add +1735.2% | 287,652 | $6.6M |
| SigFig Wealth Management, LLC | 0.19% | Add +424.5% | 287,200 | $6.6M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +37.4% | 279,952 | $6.4M |
| Blue Trust, Inc. | 0.07% | Add +351.7% | 279,187 | $6.4M |
| Cobblestone Asset Management LLC | 2.86% | Add +546.0% | 278,031 | $6.4M |
| Invst, LLC | 0.72% | Add +811.2% | 277,566 | $6.4M |
| Sovran Advisors, LLC | 0.50% | Add +140.0% | 278,491 | $6.4M |
| Capital Analysts, LLC | 0.17% | Add +1151.3% | 277,323 | $6.4M |
| True Vision MN LLC | 3.27% | Add +524.2% | 276,957 | $6.3M |
| Pettinga Financial Advisors LLC | 1.17% | New | 270,506 | $6.2M |
| BCGM Wealth Management, LLC | 1.55% | Add +1631.0% | 269,727 | $6.2M |
| Center For Asset Management LLC | 3.01% | Add +5.3% | 264,363 | $6.1M |
| Legacy Financial Group LLC | 0.71% | Add +1113.5% | 248,034 | $5.7M |
| RFG Advisory, LLC | 0.10% | Add +127.9% | 247,344 | $5.7M |
| Atlatl Advisers LLC | 4.20% | Add +366.8% | 247,033 | $5.7M |
| Ascentis Independent Advisors | 0.43% | Add +940.6% | 246,398 | $5.6M |
| Seeds Investor LLC | 0.77% | New | 245,567 | $5.6M |
| McNaughton Wealth Management, LLC | 2.32% | Add +822.5% | 245,093 | $5.6M |
| Smartleaf Asset Management LLC | 0.20% | Add +64.3% | 241,957 | $5.5M |
| Simplicity Wealth,LLC | 0.31% | Add +255.4% | 240,115 | $5.5M |
| Capital Investment Advisory Services, LLC | 0.39% | Add +14.7% | 235,512 | $5.4M |
| Wetzel Investment Advisors, Inc. | 2.14% | Add +6.5% | 234,248 | $5.4M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -23.2% | 227,407 | $5.2M |
| Cypress Wealth Services, LLC | 0.73% | Add +766.4% | 227,028 | $5.2M |
| Cibc World Market Inc. | 0.01% | Add +0.6% | 224,405 | $5.1M |
| HSBC Holdings PLC | 0.00% | Add +2.5% | 221,566 | $5.1M |
| DSG Capital Advisors, LLC | 0.80% | Add +3.0% | 219,377 | $5.0M |
| Cyndeo Wealth Partners, LLC | 0.26% | Add +142.5% | 218,426 | $5.0M |
| Liberty Wealth Management LLC | 0.62% | Add +297.6% | 217,888 | $5.0M |
| Choreo, LLC | 0.06% | Add +232.9% | 216,094 | $5.0M |
| WealthCare Investment Partners, LLC | 1.37% | Add +5.8% | 215,981 | $4.9M |
| Dynamic Advisor Solutions LLC | 0.16% | Add +6.2% | 215,411 | $4.9M |
| HighTower Advisors, LLC | 0.01% | Add +66.7% | 215,272 | $4.9M |
| Capital Investment Counsel, LLC | 0.67% | Reduce -0.1% | 214,352 | $4.9M |
| Curtis Wealth Management LLC | 4.57% | Add +789.9% | 212,434 | $4.9M |
| U.S. Capital Wealth Advisors, LLC | 0.12% | Add +228.0% | 211,142 | $4.8M |
| Connecticut Capital Management Group, LLC | 4.56% | Reduce -1.6% | 210,895 | $4.8M |
| West Wealth Group, LLC | 0.95% | Add +846.1% | 210,862 | $4.8M |
| Portside Wealth Group, LLC | 0.66% | Add +0.8% | 210,751 | $4.8M |
| Drucker Wealth 3.0, LLC | 0.84% | Add +2.7% | 210,568 | $4.8M |
| Fairtree Asset Management (Pty) Ltd | 2.21% | Reduce -29.0% | 209,805 | $4.8M |
| Great Valley Advisor Group, Inc. | 0.09% | Reduce -1.6% | 205,143 | $4.7M |
| Unique Wealth, LLC | 0.64% | New | 203,279 | $4.7M |
| Storen Legacy Partners, LLC | 1.45% | New | 201,765 | $4.6M |
| WealthShield Partners, LLC | 0.51% | Add +350.8% | 199,493 | $4.6M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Add +203.5% | 198,436 | $4.5M |
| Rothschild Wealth LLC | 0.40% | Add +1289.2% | 192,937 | $4.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +42.3% | 192,457 | $4.4M |
| Sterling Financial Planning, Inc. | 1.31% | Add +2.1% | 192,211 | $4.4M |
| Paragon Capital Management Inc. | 3.72% | Reduce -0.5% | 191,740 | $4.4M |
| Shira Ridge Wealth Management | 1.72% | Add +21.9% | 189,693 | $4.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Reduce -23.1% | 189,239 | $4.3M |
| Watershed Private Wealth LLC | 1.35% | New | 189,071 | $4.3M |
| Swmg, LLC | 1.23% | Add +38.7% | 187,599 | $4.3M |
| Daviman Financial, LLC | 2.53% | Add +695.5% | 186,721 | $4.3M |
| Stonekeep Investments, LLC | 2.76% | Add +1.9% | 186,044 | $4.3M |
| Mather Group, Llc. | 0.04% | Reduce -1.5% | 185,957 | $4.3M |
| Perennial Investment Advisors, LLC | 0.34% | Add +400.8% | 183,334 | $4.2M |
| Ullmann Wealth Partners Group, LLC | 0.43% | Add +5.3% | 182,914 | $4.2M |
| Olde Wealth Management, LLC | 1.32% | Add +2.7% | 182,754 | $4.2M |
| Private Trust Co. NA | 0.37% | Add +10.9% | 182,614 | $4.2M |
| Mayflower Financial Advisors, LLC | 0.51% | Add +1095.8% | 181,934 | $4.2M |
| Horizon Investments, LLC | 0.05% | Add +100.8% | 180,884 | $4.1M |
| Sowell Financial Services LLC | 0.15% | Add +6.5% | 178,635 | $4.1M |
| Bull Oak Capital, LLC | 1.57% | Add +14.7% | 178,587 | $4.1M |
| Twin Peaks Wealth Advisors, LLC | 1.02% | Add +124.3% | 177,525 | $4.1M |
| Endeavor Private Wealth, Inc. | 1.17% | Add +560.4% | 177,377 | $4.1M |
| Hoxton Planning & Management, LLC | 1.22% | Add +248.2% | 176,815 | $4.1M |
| Interactive Financial Advisors, Inc. | 2.61% | Add +1.7% | 173,960 | $4.0M |
| Detalus Advisors, LLC | 0.90% | New | 172,779 | $4.0M |
| Wealthfront Advisers LLC | 0.01% | Add +5.8% | 171,629 | $3.9M |
| Sollinda Capital Management LLC | 0.96% | Add +6.2% | 171,555 | $3.9M |
| Element Wealth, LLC | 1.62% | Reduce -3.8% | 170,653 | $3.9M |
| Cornerstone Planning Group LLC | 0.50% | Add +416.9% | 166,142 | $3.8M |
| Midwest Capital Advisors, LLC | 1.73% | New | 161,752 | $3.7M |
| Bedminster, LLC | 3.44% | New | 161,302 | $3.7M |
| Dorsey & Whitney Trust CO LLC | 0.20% | Reduce 0.0% | 160,418 | $3.7M |
| Chatterton & Associates Inc. | 2.57% | Add +819.2% | 160,391 | $3.7M |
| Pathstone Holdings, LLC | 0.01% | Add +759.0% | 160,083 | $3.7M |
| Meitav Investment House Ltd. | 0.04% | Add +25.0% | 159,946 | $3.7M |
| Blueprint Investment Partners LLC | 0.37% | Reduce -1.0% | 159,553 | $3.7M |
| NorthCrest Asset Manangement, LLC | 0.11% | Add +12.3% | 159,443 | $3.6M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +0.8% | 159,125 | $3.6M |
| FFG Retirement Advisors LLC | 2.12% | Add +11.6% | 158,639 | $3.6M |
| Csenge Advisory Group | 0.17% | Add +344.0% | 157,684 | $3.6M |
| Novem Group | 0.41% | Add +4.4% | 156,713 | $3.6M |
| Blueline Advisors LLC | 2.78% | Reduce -30.0% | 156,418 | $3.6M |
| Twele Capital Management, Inc. | 0.64% | Add +1.9% | 156,171 | $3.6M |
| Apollon Wealth Management, LLC | 0.06% | Add +290.3% | 156,058 | $3.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.20% | New | 154,942 | $3.5M |
| 5T Wealth, LLC | 1.36% | Add +478.1% | 150,426 | $3.4M |
| Roan Capital Partners | 3.16% | — | 149,220 | $3.4M |
| Heritage Wealth Management, Inc. | 1.88% | Add +31.8% | 146,858 | $3.4M |
| Theory Financial LLC | 1.16% | Add +700.9% | 144,851 | $3.3M |
| Spectrum Planning & Advisory Services Inc. | 1.64% | Add +811.7% | 144,555 | $3.3M |
| Klaas Financial Asset Advisors, LLC | 0.45% | Reduce -68.7% | 143,267 | $3.3M |
| Dakota Wealth Management | 0.07% | Add +163.6% | 142,408 | $3.3M |
| Range Financial Group LLC | 1.09% | Add +204.4% | 141,673 | $3.2M |
| Keebeck Wealth Management | 0.36% | Add +1306.3% | 141,240 | $3.2M |
| Archer Investment Management, LLC | 1.36% | New | 140,981 | $3.2M |
| Citigroup Inc. | 0.00% | Add +58.6% | 140,146 | $3.2M |
| Blueprint Financial Advisors LLC | 0.47% | Reduce -7.6% | 139,489 | $3.2M |
| Security Financial Services, INC. | 0.50% | Add +1083.2% | 137,353 | $3.1M |
| Shelter Mutual Insurance Co | 0.70% | Reduce -0.5% | 136,932 | $3.1M |
| Davis Wealth Advisors, LLC | 2.56% | Add +141.2% | 134,467 | $3.1M |
| Beacon Bridge Wealth Partners, LLC | 1.02% | Add +0.8% | 133,518 | $3.1M |
| AtlasMark Financial, Inc | 1.97% | No change | 132,647 | $3.1M |
| Quadrant Private Wealth Management, LLC | 0.46% | New | 129,802 | $3.0M |
| Renaissance Technologies | 0.00% | New | 129,800 | $3.0M |
| Harbour Investments, Inc. | 0.05% | Add +64.9% | 129,551 | $3.0M |
| Alterna Wealth Management, Inc. | 2.23% | Add +175.9% | 128,790 | $3.0M |
| Armstrong Advisory Group, Inc. | 0.20% | Reduce -5.0% | 128,026 | $2.9M |
| Cheviot Value Management, LLC | 0.29% | Add +120.4% | 125,050 | $2.9M |
| Bessemer Group Inc. | 0.00% | Reduce -0.2% | 124,470 | $2.9M |
| Composition Wealth, LLC | 0.04% | Add +16.2% | 124,309 | $2.8M |
| Vertex Planning Partners, LLC | 0.55% | Add +754.7% | 122,776 | $2.8M |
| Resolute Wealth Advisor, Inc. | 1.58% | — | 121,386 | $2.8M |
| Calton & Associates, Inc. | 0.39% | Reduce -1.4% | 119,458 | $2.7M |
| GLOBALT Investments LLC / GA | 0.10% | No change | 118,125 | $2.7M |
| Synergy Investment Management, LLC | 0.87% | New | 115,610 | $2.6M |
| Coordinated Financial Services, Inc. | 1.53% | Add +1.9% | 114,631 | $2.6M |
| Lansing Street Advisors | 0.66% | New | 114,252 | $2.6M |
| ShoreHaven Wealth Partners, LLC | 0.91% | New | 110,478 | $2.5M |
| Tradition Wealth Management, LLC | 0.18% | Add +771.8% | 110,338 | $2.5M |
| Net Worth Advisory Group | 0.52% | Add +2.7% | 109,725 | $2.5M |
| a16z Perennial Management, L.P. | 0.21% | New | 108,847 | $2.5M |
| Western Financial Corp | 0.97% | Add +10.6% | 108,473 | $2.5M |
| Richmond Investment Services, LLC | 0.40% | Add +45.8% | 107,830 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +8.5% | 107,747 | $2.5M |
| Altiora Financial Group, LLC | 0.40% | Add +0.3% | 106,775 | $2.4M |
| Meridian Wealth Management, LLC | 0.09% | Add +22.9% | 105,288 | $2.4M |
| JPL Wealth Management, LLC | 0.55% | Add +50.6% | 104,831 | $2.4M |
| Catalina Capital Group, LLC | 1.47% | Add +31.8% | 104,397 | $2.4M |
| Cadia Private Client LLC | 1.94% | Reduce -11.0% | 104,382 | $2.4M |
| Privium Fund Management (UK) Ltd | 1.21% | New | 104,880 | $2.4M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +79.9% | 104,093 | $2.4M |
| Blue Edge Capital, LLC | 0.31% | Add +4.1% | 103,256 | $2.4M |
| Valmark Advisers, Inc. | 0.03% | Add +1.3% | 102,828 | $2.4M |
| Clearstead Advisors, LLC | 0.02% | Reduce -0.2% | 102,774 | $2.4M |
| Oxinas Partners, LLC | 1.07% | New | 102,480 | $2.3M |
| IFP Advisors, Inc | 0.05% | Add +279.4% | 101,061 | $2.3M |
| Wesbanco Bank Inc. | 0.06% | No change | 100,424 | $2.3M |
| One Wealth Capital Management, LLC | 1.00% | Add +382.5% | 99,918 | $2.3M |
| Keystone Financial Group | 0.15% | Add +466.4% | 96,979 | $2.2M |
| Avondale Wealth Management | 1.09% | Add +27.0% | 96,782 | $2.2M |
| DMC Group, LLC | 1.50% | Add +3.0% | 96,712 | $2.2M |
| IFS Group,LLC | 1.97% | — | 96,278 | $2.2M |
| Asempa Wealth Advisors | 1.91% | Add +56.0% | 95,988 | $2.2M |
| Tsfg, LLC | 0.33% | Add +10449.8% | 94,948 | $2.2M |
| Barnes Wealth Management Group, Inc | 1.10% | Add +617.2% | 94,657 | $2.2M |
| One Day In July LLC | 0.17% | Add +6.1% | 94,490 | $2.2M |
| Stableford Capital II LLC | 0.80% | Reduce -2.5% | 93,577 | $2.1M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +36.4% | 92,923 | $2.1M |
| Advyzon Investment Management, LLC | 0.19% | Add +45.6% | 92,057 | $2.1M |
| Ameritas Advisory Services, LLC | 0.08% | Add +2.0% | 91,769 | $2.1M |
| Tounjian Advisory Partners, LLC | 0.76% | Reduce -1.5% | 91,484 | $2.1M |
| Regency Capital Management Inc.\DE | 0.94% | Add +13.0% | 91,250 | $2.1M |
| HRT Financial LP | 0.01% | New | 90,928 | $2.1M |
| Founders Financial Securities LLC | 0.12% | Add +1.1% | 90,703 | $2.1M |
| LifePlan Investment Advisors, Inc. | 0.81% | Add +509.3% | 89,772 | $2.1M |
| Redwood Investment Management, LLC | 0.25% | Add +655.8% | 89,484 | $2.0M |
| Verus Capital Partners, LLC | 0.14% | Add +142.8% | 89,032 | $2.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -9.2% | 88,781 | $2.0M |
| Town Capital LLC | 1.64% | Add +909.2% | 88,286 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -51.7% | 88,227 | $2.0M |
| MA Private Wealth | 0.33% | Add +9.0% | 85,079 | $1.9M |
| National Wealth Management Group, LLC | 0.72% | Add +79.3% | 84,830 | $1.9M |
| Pinion Investment Advisors, LLC | 0.45% | Add +29.7% | 84,529 | $1.9M |
| Brookwood Investment Group LLC | 0.25% | Add +279.2% | 83,897 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.09% | Reduce -56.9% | 83,552 | $1.9M |
| Jordan Park Trust Co LLC | 1.45% | No change | 82,886 | $1.9M |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0.92% | New | 82,583 | $1.9M |
| AdvisorNet Financial, Inc | 0.10% | Reduce -0.8% | 82,463 | $1.9M |
| Centurion Wealth Management LLC | 0.42% | Add +208.7% | 81,557 | $1.9M |
| Odyssey Capital Advisors, Inc. | 1.66% | Add +11.8% | 81,048 | $1.9M |
| Optas, LLC | 0.28% | Add +83.9% | 80,840 | $1.9M |
| Wealth Enhancement Trust Services, Inc. | 0.22% | Add +2.7% | 80,233 | $1.8M |
| BCU Wealth Advisors, LLC | 0.68% | Add +738.2% | 79,857 | $1.8M |
| First Heartland Consultants, Inc. | 0.14% | Add +160.9% | 79,756 | $1.8M |
| Advisor OS, LLC | 0.13% | Add +0.2% | 79,025 | $1.8M |
| Ascent Wealth Partners, LLC | 0.21% | Add +15.0% | 78,613 | $1.8M |
| WealthPLAN Partners, LLC | 0.35% | New | 78,580 | $1.8M |
| Catalyst Investment Management LLC | 1.99% | New | 78,282 | $1.8M |
| J.M. Arbour, LLC | 1.73% | New | 78,536 | $1.8M |
| Portfolio Resources Advisor Group, Inc. | 1.78% | New | 78,223 | $1.8M |
| Gen-Wealth Partners Inc | 0.56% | Add +330.2% | 78,048 | $1.8M |
| Parallel Advisors, LLC | 0.03% | Reduce -16.1% | 77,891 | $1.8M |
| Integrity Advisory Solutions, LLC | 0.24% | Reduce -3.9% | 77,843 | $1.8M |
| Arete Wealth Advisors, LLC | 0.13% | Add +37.0% | 76,409 | $1.8M |
| One Capital Management, LLC | 0.05% | Add +39.5% | 76,335 | $1.7M |
| Yukon Wealth Management, Inc. | 1.02% | Add +6.3% | 74,462 | $1.7M |
| JFS Wealth Advisors, LLC | 0.10% | New | 74,347 | $1.7M |
| BNP Paribas | 0.05% | Add +7.9% | 74,283 | $1.7M |
| Keel Point, LLC | 0.11% | Reduce -49.7% | 73,631 | $1.7M |
| Independent Financial Group, LLC | 0.04% | Reduce -66.1% | 73,318 | $1.7M |
| Bull Harbor Capital LLC | 0.45% | — | 72,552 | $1.7M |
| Cosner Financial Group, LLC | 0.91% | No change | 72,312 | $1.7M |
| 4WEALTH Advisors, Inc. | 1.41% | Reduce -28.9% | 72,332 | $1.7M |
| Nwam LLC | 0.09% | Add +37.6% | 71,879 | $1.6M |
| BIP Wealth, LLC | 0.07% | Reduce -25.2% | 71,539 | $1.6M |
| Wealth Advisory Solutions, LLC | 0.36% | Add +10.3% | 71,135 | $1.6M |
| Collier Financial | 1.22% | Add +6.0% | 69,543 | $1.6M |
| Prospera Financial Services Inc | 0.03% | Reduce -0.8% | 69,248 | $1.6M |
| Spire Wealth Management | 0.05% | Add +29.8% | 66,935 | $1.5M |
| Summit Wealth Group, LLC | 0.35% | Reduce -0.9% | 66,512 | $1.5M |
| HighPoint Advisor Group LLC | 0.06% | Reduce -4.6% | 65,967 | $1.5M |
| Idaho Trust Co | 0.49% | Reduce -5.4% | 65,575 | $1.5M |
| Roble, Belko & Company, Inc | 0.19% | No change | 65,353 | $1.5M |
| Anderson Hoagland & Co. | 0.13% | Add +4.8% | 65,014 | $1.5M |
| Marks Group Wealth Management, Inc | 0.14% | New | 64,857 | $1.5M |
| Tyche Wealth Partners LLC | 0.23% | New | 64,262 | $1.5M |
| Inspire Advisors, LLC | 0.12% | Add +43.5% | 63,757 | $1.5M |
| KMG Fiduciary Partners, LLC | 0.11% | Reduce -1.2% | 63,237 | $1.4M |
| Bank of Marin | 1.06% | Reduce -1.3% | 63,141 | $1.4M |
| LongView Wealth Management | 0.36% | Add +323.8% | 62,678 | $1.4M |
| MAI Capital Management | 0.01% | Add +0.6% | 61,931 | $1.4M |
| Kickstand Ventures, Llc. | 0.30% | Add +538.3% | 61,452 | $1.4M |
| Verdence Capital Advisors LLC | 0.08% | Add +10.2% | 61,371 | $1.4M |
| Signal Advisors Wealth, LLC | 0.10% | Add +120.5% | 61,349 | $1.4M |
| Money Concepts Capital Corp. | 0.08% | Add +9.0% | 61,042 | $1.4M |
| Tme Financial, Inc. | 0.97% | Add +24.2% | 60,807 | $1.4M |
| Ade, LLC | 0.67% | Reduce -2.2% | 60,721 | $1.4M |
| WealthPoint Financial, LLC | 1.16% | New | 60,308 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +29.3% | 60,188 | $1.4M |
| Franklin Resources Inc. | 0.00% | Reduce -9.1% | 60,179 | $1.4M |
| PFG Advisors | 0.07% | Reduce -12.4% | 59,584 | $1.4M |
| Advus Financial Partners, LLC | 0.34% | Add +2.9% | 59,502 | $1.4M |
| May Hill Capital, LLC | 0.34% | New | 59,496 | $1.4M |
| ESL Trust Services, LLC | 0.26% | New | 58,990 | $1.4M |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +506.5% | 58,169 | $1.3M |
| Farmers National Bank | 0.29% | Add +0.8% | 58,081 | $1.3M |
| Bush Investment Group, LLC | 0.72% | New | 57,748 | $1.3M |
| M&T Bank Corp | 0.00% | Reduce -2.1% | 57,545 | $1.3M |
| CoreCap Advisors, LLC | 0.04% | Add +272.6% | 57,444 | $1.3M |
| Capital Investment Management, Inc. | 0.44% | New | 56,532 | $1.3M |
| Fairvoy Private Wealth, LLC | 0.31% | Add +129.3% | 56,408 | $1.3M |
| Willis Johnson & Associates, Inc. | 0.08% | Add +14.6% | 56,217 | $1.3M |
| Bank of Montreal | 0.00% | Add +4.9% | 56,021 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.08% | New | 55,408 | $1.3M |
| Investor's Fiduciary Advisor Network, LLC | 0.38% | Add +129.2% | 54,668 | $1.3M |
| Sanders Morris Harris LLC | 0.20% | New | 54,639 | $1.3M |
| Stewardship Advisors, LLC | 0.29% | Reduce -0.8% | 54,423 | $1.2M |
| Stonehaven Wealth & Tax Solutions, LLC | 1.09% | Reduce -2.9% | 53,967 | $1.2M |
| Western Wealth Management, LLC | 0.05% | Add +50.6% | 53,563 | $1.2M |
| Transcend Capital Advisors, LLC | 0.10% | Add +225.6% | 53,017 | $1.2M |
| Maripau Wealth Management LLC | 0.53% | Add +158.7% | 52,792 | $1.2M |
| Coldstream Capital Management Inc. | 0.01% | Reduce -90.1% | 51,921 | $1.2M |
| Two West Capital Advisors LLC | 0.63% | New | 52,111 | $1.2M |
| PFG Investments, LLC | 0.06% | Reduce -2.5% | 51,532 | $1.2M |
| Pacific Excel Wealth Advisors, Inc. | 1.24% | Add +119.3% | 51,436 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +4.5% | 49,616 | $1.1M |
| B.O.S.S. Retirement Advisors, LLC | 0.34% | New | 48,806 | $1.1M |
| RDA Financial Network | 0.28% | New | 48,642 | $1.1M |
| Clarendon Private LLC | 0.86% | Reduce -4.0% | 48,596 | $1.1M |
| Tempus Wealth Planning, LLC | 0.25% | Add +219.0% | 47,848 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | No change | 47,734 | $1.1M |
| Firethorn Wealth Partners, LLC | 0.40% | Add +299.1% | 47,509 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -5.1% | 47,411 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Add +9.2% | 47,202 | $1.1M |
| Meeder Advisory Services, Inc. | 0.04% | Reduce -1.2% | 46,750 | $1.1M |
| Cassilly Financial Group LLC | 0.93% | Add +13.7% | 46,554 | $1.1M |
| Absolute Capital Management, LLC | 0.35% | New | 46,392 | $1.1M |
| Cornerstone Advisors Asset Management, LLC | 0.16% | Add +0.6% | 46,286 | $1.1M |
| Corient Private Wealth LP | 0.00% | Reduce -45.7% | 47,177 | $1.1M |
| Citizens Financial Group Inc. | 0.01% | Reduce -5.3% | 46,033 | $1.1M |
| TFB Advisors LLC | 0.55% | Reduce -39.0% | 45,441 | $1.0M |
| Polaris Investment Advisors, LLC | 0.76% | New | 45,313 | $1.0M |
| Wedbush Securities Inc. | 0.03% | Add +41.6% | 45,238 | $1.0M |
| Parkway Wealth Management Group, LLC | 0.13% | Add +270.3% | 45,163 | $1.0M |
| Gladstone Institutional Advisory LLC | 0.04% | Add +4.9% | 44,360 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.3% | 44,300 | $1.0M |
| Bestgate Wealth Advisors, LLC | 1.82% | Reduce -21.1% | 43,976 | $1.0M |
| Argent Trust Co | 0.03% | New | 43,823 | $1.0M |
| VestGen Advisors, LLC | 0.03% | Add +277.5% | 43,962 | $998K |
| Certior Financial Group, LLC | 0.63% | Add +1.0% | 43,465 | $996K |
| Oakworth Capital, Inc. | 0.05% | Add +10.1% | 43,453 | $996K |
| BTG Pactual Asset Management US LLC | 0.10% | New | 43,195 | $990K |
| Elevated Capital Advisors, LLC | 0.25% | Reduce -13.0% | 42,952 | $984K |
| Clifford Group, LLC | 0.75% | Add +2.9% | 42,691 | $978K |
| Waystone Advisors LLC | 0.87% | Reduce -11.2% | 42,600 | $976K |
| Stonehearth Capital Management, LLC | 0.38% | Add +0.3% | 41,938 | $961K |
| UMB Bank, n.a. | 0.01% | Add +12.8% | 41,758 | $957K |
| Concorde Asset Management, LLC | 0.47% | Add +165.0% | 41,552 | $952K |
| Paragon Private Wealth Management, LLC | 0.29% | Add +0.4% | 40,716 | $933K |
| D.A. Davidson & Co. | 0.01% | Reduce -8.0% | 40,082 | $918K |
| Retirement Wealth Solutions LLC | 0.58% | Add +989.5% | 40,038 | $917K |
| Empirical Asset Management, LLC | 0.24% | Add +45.2% | 39,800 | $912K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +0.2% | 39,715 | $910K |
| Pines Wealth Management, LLC | 0.29% | Add +0.7% | 38,986 | $893K |
| Cape Investment Advisory, Inc. | 0.30% | Add +209.9% | 38,968 | $893K |
| Midwest Trust Co | 0.01% | Reduce -5.5% | 38,401 | $880K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +290.7% | 38,395 | $880K |
| TD Waterhouse Canada Inc. | 0.00% | Add +9.5% | 38,506 | $879K |
| KKM Financial LLC | 0.16% | No change | 37,970 | $874K |
| Tennessee Valley Asset Management Partners | 0.12% | Reduce -4.5% | 38,156 | $874K |
| Greenleaf Trust | 0.01% | Reduce -1.1% | 37,914 | $869K |
| Able Wealth Management LLC | 0.23% | New | 37,559 | $860K |
| Stelac Advisory Services LLC | 0.17% | No change | 37,199 | $852K |
| Merkkuri Wealth Advisors LLC | 0.56% | New | 36,971 | $847K |
| IHT Wealth Management, LLC | 0.02% | Reduce -7.9% | 36,910 | $846K |
| Pacific Financial Group Inc. | 0.45% | Add +9.9% | 36,758 | $842K |
| XY Planning Network, Inc. | 0.13% | New | 36,161 | $826K |
| Cherrydale Wealth Management, LLC | 0.25% | Reduce -2.8% | 36,010 | $825K |
| Capital Asset Managemnet, LLC | 0.92% | Add +256.9% | 35,567 | $815K |
| Sutton Place Investors LLC | 0.44% | New | 35,401 | $811K |
| Integrated Advisors Network LLC | 0.04% | New | 35,392 | $811K |
| Invera Wealth Advisors, LLC | 0.51% | Add +5.6% | 35,006 | $802K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -12.8% | 34,991 | $802K |
| SBI Okasan Asset Management Co.Ltd. | 0.03% | Add +15.4% | 35,008 | $801K |
| Client 1ST Advisory Group, LLC | 0.24% | Reduce -3.0% | 34,820 | $798K |
| Two Sigma Securities, LLC | 0.09% | New | 34,707 | $795K |
| Aspire Private Capital, LLC | 0.18% | New | 34,551 | $792K |
| CENTRAL TRUST Co | 0.02% | Reduce -0.0% | 34,517 | $791K |
| Vantage Point Financial LLC | 0.28% | New | 34,449 | $789K |
| DAVENPORT & Co LLC | 0.00% | New | 34,328 | $786K |
| Invested Advisors | 0.79% | Add +43.2% | 34,229 | $784K |
| J.E. Simmons & Co., P.C. | 0.52% | Reduce -9.2% | 33,795 | $774K |
| Balefire, LLC | 0.14% | Add +153.9% | 33,529 | $768K |
| Hara Capital LLC | 0.38% | Reduce -25.6% | 33,310 | $763K |
| Betterment LLC | 0.00% | Add +9.4% | 33,237 | $761K |
| Cary Street Partners Investment Advisory LLC | 0.19% | Add +264.4% | 32,940 | $755K |
| EFG International AG | 0.02% | New | 32,843 | $752K |
| Founders Financial Alliance, LLC | 0.14% | Add +1156.3% | 32,739 | $750K |
| MSH Capital Advisors LLC | 0.16% | Add +87.2% | 32,217 | $738K |
| Creative Financial Designs Inc. | 0.04% | Add +117.0% | 31,895 | $731K |
| Arlington Trust Co LLC | 0.06% | No change | 31,802 | $729K |
| Hobbs Wealth Management, LLC | 0.72% | New | 31,791 | $728K |
| Anchor Capital Advisors LLC | 0.02% | No change | 31,081 | $712K |
| Savvy Advisors, Inc. | 0.02% | New | 30,946 | $709K |
| Alteri Wealth LLC | 0.23% | Reduce -0.6% | 30,832 | $706K |
| GeoWealth Management, LLC | 0.03% | Add +241.5% | 30,726 | $704K |
| Financial Partners Group, Inc | 0.08% | Reduce -1.8% | 30,700 | $703K |
| GatePass Capital, LLC | 0.35% | New | 30,497 | $699K |
| Beacon Financial Advisory LLC | 0.16% | New | 30,280 | $694K |
| Resurgent Financial Advisors LLC | 0.25% | New | 30,253 | $693K |
| HB Wealth Management, LLC | 0.00% | Reduce -29.2% | 30,246 | $693K |
| Moors & Cabot, Inc. | 0.03% | Add +16.2% | 30,180 | $691K |
| WealthTrak Capital Management LLC | 0.49% | New | 30,096 | $689K |
| Transamerica Financial Advisors, LLC | 0.06% | Add +574.7% | 30,080 | $689K |
| Waverly Advisors, LLC | 0.01% | Add +2.9% | 30,062 | $689K |
| CIBC Bancorp USA Inc. | 0.00% | — | 30,061 | $689K |
| Marble Wealth, LLC | 0.12% | Reduce -26.9% | 30,054 | $689K |
| Cahaba Wealth Management, Inc. | 0.05% | Add +0.6% | 29,940 | $686K |
| Mosley Wealth Management | 0.31% | Add +0.9% | 29,620 | $685K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -0.1% | 29,711 | $681K |
| FLP Wealth Management, LLC | 1.40% | New | 29,603 | $678K |
| BOS Asset Management, LLC | 0.17% | Add +4.0% | 29,552 | $677K |
| VestGen Investment Management | 0.37% | New | 29,412 | $674K |
| Alliance Wealth Advisors, LLC | 0.15% | Reduce -24.5% | 29,354 | $673K |
| HBK Sorce Advisory LLC | 0.01% | Add +21.2% | 29,399 | $671K |
| Kovack Advisors, Inc. | 0.04% | Add +87.0% | 29,292 | $669K |
| Precision Wealth Strategies, LLC | 0.22% | Reduce -10.2% | 29,161 | $668K |
| Norden Group LLC | 0.06% | Add +1.7% | 28,545 | $654K |
| World Equity Group, Inc. | 0.17% | New | 28,416 | $651K |
| Elevation Wealth Management LLC | 0.60% | Add +61.0% | 28,359 | $650K |
| M Holdings Securities, Inc. | 0.04% | New | 28,451 | $649K |
| GLR Partners, LLC | 0.35% | — | 28,218 | $646K |
| Downshift Financial, LLC | 0.33% | No change | 28,000 | $641K |
| Wise Wealth Partners | 0.87% | Add +1.6% | 27,953 | $640K |
| Vision Retirement, LLC | 0.18% | Reduce -11.6% | 27,926 | $640K |
| Obsidian Cio, LLC | 0.57% | New | 27,767 | $636K |
| Continuum Advisory, LLC | 0.06% | New | 27,658 | $634K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Reduce -16.0% | 27,377 | $627K |
| Fiscal Wisdom Wealth Management, LLC | 0.59% | New | 26,955 | $618K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +59.7% | 26,945 | $617K |
| Unify Financial Advisors | 0.64% | New | 26,651 | $611K |
| Integrated Wealth Management | 0.70% | New | 26,611 | $610K |
| Greenline Partners, LLC | 0.06% | Reduce -23.9% | 26,209 | $600K |
| Apeiron RIA LLC | 0.14% | New | 25,859 | $592K |
| Darden Wealth Group Inc | 0.30% | Reduce -0.3% | 25,833 | $592K |
| Quotient Wealth Partners, LLC | 0.02% | Add +45.0% | 25,821 | $592K |
| Waterloo Capital, L.P. | 0.04% | Reduce -22.4% | 25,816 | $591K |
| Cadinha & Co. LLC | 0.11% | No change | 25,713 | $589K |
| Brasada Capital Management, LP | 0.11% | Reduce -17.9% | 25,778 | $589K |
| TritonPoint Partners, LLC | 0.22% | New | 25,553 | $585K |
| Thrive Capital Management, LLC | 0.13% | Reduce -3.4% | 25,503 | $584K |
| Intelligence Driven Advisers, LLC | 0.10% | Reduce -22.8% | 25,489 | $584K |
| Foster & Motley Inc. | 0.03% | Reduce -2.5% | 25,171 | $577K |
| Maia Wealth LLC | 0.10% | New | 25,114 | $575K |
| Dagco, Inc. | 0.12% | New | 24,947 | $572K |
| Wealthgarden F.S. LLC | 0.39% | New | 24,867 | $570K |
| Patten Group, Inc. | 0.10% | Reduce -1.6% | 24,763 | $567K |
| DecisionMap Wealth Management, LLC | 0.36% | Add +15.3% | 24,609 | $564K |
| Canandaigua National Trust Co of Florida | 0.45% | Reduce -61.7% | 24,496 | $561K |
| Clear Harbor Asset Management, LLC | 0.04% | Reduce -2.9% | 24,152 | $553K |
| Silverlake Wealth Management LLC | 0.12% | New | 24,136 | $553K |
| Garden State Investment Advisory Services LLC | 0.13% | Reduce -15.0% | 23,727 | $544K |
| CFO4Life Group, LLC | 0.08% | New | 23,479 | $538K |
| Marshall Financial Group, LLC | 0.09% | Reduce -32.6% | 23,390 | $536K |
| Van Hulzen Asset Management, LLC | 0.04% | Reduce -33.0% | 23,234 | $532K |
| AQR Capital Management | 0.00% | Reduce -59.2% | 23,152 | $530K |
| Syntax Research, Inc. | 0.33% | Add +0.6% | 22,975 | $526K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +20.4% | 22,654 | $519K |
| Vermillion & White Wealth Management Group, LLC | 0.30% | Reduce -2.3% | 22,514 | $516K |
| Roundview Capital LLC | 0.03% | No change | 22,474 | $515K |
| Brown Brothers Harriman & Co. | 0.00% | Add +309.4% | 22,430 | $514K |
| Third View Private Wealth, LLC | 0.07% | Reduce -13.3% | 22,168 | $508K |
| Prosperity Consulting Group, LLC | 0.02% | Add +3.4% | 22,139 | $507K |
| Members Trust Co | 0.02% | Add +29.2% | 21,909 | $502K |
| Falcon Wealth Planning | 0.03% | Add +6.0% | 21,848 | $501K |
| Main Street Financial Solutions, LLC | 0.04% | Add +8.9% | 21,646 | $496K |
| Sovereign Financial Group, Inc. | 0.09% | New | 21,426 | $491K |
| HFG Wealth Management, LLC | 0.27% | Reduce -2.5% | 21,359 | $489K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 21,290 | $488K |
| WCG Wealth Advisors LLC | 0.01% | Add +21.9% | 20,967 | $480K |
| Moneco Advisors, LLC | 0.04% | Reduce -17.6% | 20,820 | $477K |
| Focus Financial Network, Inc. | 0.02% | Add +58.1% | 20,808 | $477K |
| Total Clarity Wealth Management, Inc. | 0.11% | Add +57.1% | 20,793 | $476K |
| Petra Financial Advisors Inc. | 0.29% | Add +1.6% | 20,781 | $476K |
| FWG Investments, LLC. | 0.30% | New | 20,583 | $472K |
| Accurate Wealth Management, LLC | 0.06% | Add +4.0% | 20,604 | $471K |
| Legacy Wealth Partners, LLC | 0.12% | New | 20,347 | $466K |
| Destiny Wealth Partners, LLC | 0.05% | Reduce -1.1% | 20,304 | $465K |
| Gryphon Financial Partners LLC | 0.05% | New | 20,060 | $460K |
| TrustWell Financial Advisors, LLC | 0.43% | Add +1.2% | 19,939 | $457K |
| Financial Network Wealth Advisors LLC | 0.46% | Add +3.9% | 19,780 | $453K |
| Lifelong Wealth Advisors, Inc. | 0.12% | Add +11.8% | 19,694 | $451K |
| Merited Wealth, LLC | 0.37% | Add +31.9% | 19,326 | $443K |
| Pinnacle Family Advisors, LLC | 0.21% | New | 19,124 | $438K |
| Lido Advisors, LLC | 0.00% | Reduce -2.5% | 18,628 | $427K |
| Magnolia Capital Advisors LLC | 0.08% | Reduce -0.0% | 18,538 | $425K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +12.2% | 18,317 | $420K |
| Sigma Planning Corp | 0.01% | Add +63.7% | 18,172 | $416K |
| Caliber Wealth Management, LLC / KS | 0.05% | Add +31.5% | 18,155 | $416K |
| KWB Wealth | 0.04% | Reduce -5.2% | 18,012 | $415K |
| Roof Eidam Maycock Peralta, LLC | 0.10% | Add +25.6% | 18,070 | $414K |
| Rinkey Investments | 0.11% | No change | 18,057 | $414K |
| Cooper Financial Group | 0.04% | New | 17,998 | $412K |
| Golden State Wealth Management, LLC | 0.04% | Add +378.8% | 17,965 | $412K |
| TrueWealth Financial Partners | 0.16% | New | 17,909 | $410K |
| Elevated Financial Group LLC | 0.14% | Add +16.6% | 17,766 | $407K |
| Blair William & Co. | 0.00% | Reduce -42.6% | 17,590 | $403K |
| Sculati Wealth Management, LLC | 0.15% | Add +20.2% | 17,514 | $401K |
| Peapack Gladstone Financial Corp. | 0.01% | New | 17,506 | $401K |
| Blalock Williams, LLC | 0.31% | New | 17,279 | $396K |
| Rhumbline Advisers | 0.00% | No change | 16,974 | $389K |
| Seneca Financial Advisors LLC | 0.11% | Reduce -81.5% | 16,789 | $385K |
| Three Bridge Wealth Advisors, LLC | 0.11% | Add +2.0% | 16,749 | $384K |
| Jump Financial, LLC | 0.01% | New | 16,327 | $374K |
| Intrua Financial, LLC | 0.04% | Add +4.8% | 16,233 | $372K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -37.0% | 16,229 | $372K |
| NBT Bank, N.A. | 0.02% | Add +70365.2% | 16,207 | $371K |
| KM Capital Management Ltd. | 0.25% | Add +6.4% | 16,353 | $371K |
| Delta Asset Management LLC | 0.03% | No change | 16,084 | $368K |
| Fulcrum Equity Management | 0.36% | New | 16,000 | $367K |
| Americana Partners, LLC | 0.01% | Reduce -18.4% | 15,951 | $365K |
| Heritage Family Offices, LLP | 0.16% | Add +14.1% | 15,924 | $365K |
| Triumph Capital Management | 0.07% | Add +0.6% | 15,900 | $364K |
| Protective Life Corp. | 1.21% | New | 15,891 | $364K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | New | 15,860 | $363K |
| Strategy Asset Managers LLC | 0.06% | Add +15.9% | 15,807 | $362K |
| Wallace Advisory Group, LLC | 0.39% | Reduce -5.5% | 15,786 | $362K |
| Retireful, LLC | 0.51% | New | 15,706 | $360K |
| City State Bank | 0.09% | Add +1.9% | 15,691 | $359K |
| Legacy Edge Advisors, LLC | 0.04% | New | 15,614 | $358K |
| Cahill Financial Advisors Inc. | 0.04% | No change | 15,592 | $357K |
| Compound Planning, Inc. | 0.01% | Add +35.3% | 15,562 | $357K |
| Florida Trust Wealth Management Co | 0.01% | New | 15,489 | $355K |
| Oregon Pacific Wealth Management, LLC | 0.37% | New | 15,353 | $352K |
| Victory Financial Group, LLC | 0.04% | Add +19.9% | 15,139 | $347K |
| W Advisors, LLC | 0.18% | New | 15,068 | $345K |
| SageView Advisory Group, LLC | 0.01% | Reduce -10.4% | 15,060 | $345K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -31.3% | 14,989 | $343K |
| International Assets Investment Management, LLC | 0.02% | Add +11.3% | 14,722 | $336K |
| Paladin Advisory Group, LLC | 0.26% | Reduce -5.0% | 14,646 | $336K |
| Northbridge Financial Group, LLC | 0.14% | Reduce -10.8% | 14,485 | $332K |
| Impact Partnership Wealth, LLC | 0.04% | Add +38.8% | 14,383 | $330K |
| Nicolet Bankshares Inc. | 0.01% | New | 14,172 | $325K |
| 4J Wealth Management LLC | 0.18% | Reduce -0.6% | 14,119 | $323K |
| Adventist Health System Sunbelt Healthcare Corp. | 0.01% | Add +0.1% | 13,970 | $320K |
| BridgePort Financial Solutions, LLC | 0.09% | New | 13,960 | $320K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +363.3% | 13,866 | $318K |
| Johnson Financial Group, LLC | 0.02% | No change | 13,829 | $317K |
| Hutchens & Kramer Investment Management Group, LLC | 0.10% | New | 13,703 | $314K |
| Stephens Inc. | 0.00% | Reduce -13.9% | 13,678 | $313K |
| Baker Tilly Wealth Management, LLC | 0.08% | Reduce -22.7% | 13,595 | $311K |
| Ballast Rock Private Wealth LLC | 0.17% | Add +0.1% | 13,542 | $310K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -0.9% | 13,529 | $310K |
| Rossby Financial, LCC | 0.06% | Reduce -26.6% | 13,503 | $308K |
| Tidemark, LLC | 0.08% | Add +1972.7% | 13,431 | $308K |
| Prudent Investors Network, Inc. | 0.07% | No change | 13,431 | $308K |
| Indivisible Partners | 0.03% | Reduce -1.5% | 13,348 | $306K |
| Fourth Dimension Wealth, LLC | 0.12% | Add +3.1% | 13,291 | $304K |
| IRON Financial LLC | 0.13% | Reduce -1.4% | 13,249 | $304K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -12.5% | 13,197 | $302K |
| Red Door Wealth Management, LLC | 0.03% | New | 13,140 | $301K |
| Meyer Handelman Co. | 0.01% | No change | 13,131 | $301K |
| PUREfi Wealth, LLC | 0.20% | New | 13,012 | $298K |
| Aberdeen Group plc | 0.00% | Reduce -8.3% | 12,937 | $296K |
| Latitude Advisors, LLC | 0.14% | Add +25.4% | 12,931 | $296K |
| Ares Financial Consulting, LLC | 0.23% | Add +372.4% | 12,945 | $296K |
| OMNI 360 Wealth, Inc. | 0.15% | New | 12,900 | $296K |
| Stirlingshire Investments, Inc. | 0.26% | New | 12,805 | $293K |
| GDS Wealth Management | 0.02% | Add +8.4% | 12,782 | $293K |
| Joel Adams & Associates, Inc. | 0.22% | Add +0.8% | 12,715 | $291K |
| Quartz Partners, LLC | 0.11% | New | 12,686 | $291K |
| Sand Hill Global Advisors, LLC | 0.01% | Reduce -2.0% | 12,664 | $290K |
| Charter Oak Capital Management, LLC | 0.02% | Reduce -19.6% | 12,658 | $290K |
| Sterling Investment Counsel, LLC | 0.08% | New | 12,641 | $290K |
| Gables Capital Management Inc. | 0.12% | Reduce -5.1% | 12,300 | $282K |
| LiftPoint Family Wealth Advisors LLC | 0.23% | New | 12,186 | $279K |
| Raleigh Capital Management Inc. | 0.09% | Add +723.7% | 11,993 | $275K |
| Rothschild Investment LLC | 0.01% | Add +0.3% | 11,925 | $273K |
| CAP Partners, LLC | 0.15% | New | 11,778 | $270K |
| Gilliland Jeter Wealth Management LLC | 0.08% | New | 11,665 | $267K |
| Lloyd Advisory Services, LLC. | 0.08% | Add +3463.0% | 11,651 | $267K |
| Kingdom Financial Group LLC. | 0.08% | Add +776.0% | 11,651 | $267K |
| Seldon Capital LP | 0.10% | No change | 11,600 | $266K |
| Cary Street Partners Financial LLC | 0.01% | Add +14.1% | 11,401 | $261K |
| Collaborative Wealth Managment Inc. | 0.12% | Add +5.6% | 11,367 | $260K |
| Bfsg, LLC | 0.02% | Add +194.1% | 11,311 | $259K |
| Integrity Wealth Advisors, Inc. | 0.15% | Reduce -39.8% | 11,141 | $255K |
| Novus Advisors, LLC | 0.57% | Add +0.3% | 11,078 | $254K |
| Hibernia Wealth Partners, LLC | 0.07% | New | 10,982 | $252K |
| Prasad Wealth Partners, LLC | 0.07% | Add +0.1% | 10,954 | $251K |
| Hickory Point Bank & Trust | 0.16% | No change | 10,877 | $249K |
| Lockerman Financial Group, Inc. | 0.45% | New | 10,816 | $248K |
| American Trust | 0.02% | Add +8.1% | 10,788 | $247K |
| Syntegra Private Wealth Group, LLC | 0.02% | New | 10,690 | $245K |
| Axis Wealth Partners, LLC | 0.13% | Add +0.1% | 10,645 | $244K |
| Natixis | 0.00% | New | 10,593 | $243K |
| Engineers Gate Manager LP | 0.00% | New | 10,560 | $242K |
| Bellwether Advisors, LLC | 0.04% | Reduce -1.1% | 10,507 | $241K |
| Kelly Financial Group LLC | 0.06% | New | 10,494 | $240K |
| Benjamin Edwards Inc. | 0.00% | New | 10,431 | $239K |
| KFG Wealth Management, LLC | 0.03% | Add +1.0% | 10,420 | $239K |
| Strategic Financial Concepts, LLC | 0.06% | Reduce -14.3% | 10,325 | $237K |
| PSI Advisors, LLC | 0.06% | New | 10,321 | $236K |
| Steelhead Wealth Management LLC | 0.12% | — | 10,308 | $236K |
| Colonial Trust Co / SC | 0.03% | Add +0.5% | 10,299 | $236K |
| Lantern Wealth Advisors, LLC | 0.12% | New | 10,178 | $233K |
| Eagle Rock Investment Company, LLC | 0.03% | No change | 10,175 | $233K |
| Berger Financial Group, Inc | 0.01% | Add +10.5% | 10,148 | $232K |
| TrueWealth Advisors, LLC | 0.06% | New | 10,017 | $229K |
| Flatrock Wealth Partners LLC | 0.10% | Reduce -80.2% | 10,003 | $229K |
| ASL Financial, LLC | 0.18% | Reduce -6.0% | 9,978 | $229K |
| Fortitude Advisory Group L.L.C. | 0.10% | Add +1.3% | 9,758 | $224K |
| Fisher Asset Management | 0.00% | New | 9,720 | $223K |
| First Pacific Financial | 0.03% | Reduce -94.6% | 9,662 | $221K |
| Keybank National Association | 0.00% | Add +0.6% | 9,594 | $220K |
| Columbia River Financial Group, LLC | 0.13% | No change | 9,557 | $218K |
| Accredited Investor Services, LLC | 0.14% | No change | 9,509 | $218K |
| GC Wealth Management RIA, LLC | 0.01% | New | 9,403 | $215K |
| Ashton Thomas Securities, LLC | 0.03% | New | 9,400 | $215K |
| RCS Financial Planning, LLC | 0.11% | New | 9,380 | $215K |
| Journey Retirement Planning & Investment Management LLC | 0.19% | Reduce -75.3% | 9,320 | $214K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -2.9% | 9,236 | $212K |
| Modera Wealth Management, LLC | 0.00% | Add +1.5% | 9,231 | $211K |
| BAM Wealth Management, LLC | 0.16% | New | 9,201 | $211K |
| NewEdge Wealth, LLC | 0.00% | New | 9,100 | $208K |
| Costello Asset Management, INC | 0.07% | Reduce -10.5% | 9,088 | $208K |
| Baker Avenue Asset Management, LP | 0.00% | Reduce -0.2% | 9,017 | $207K |
| Peoples Bank | 0.13% | New | 9,000 | $206K |
| Proffitt & Goodson Inc. | 0.03% | Add +11.2% | 8,755 | $201K |
| South Plains Financial, Inc. | 0.11% | No change | 8,500 | $195K |
| Lanark Financial, Inc. | 0.01% | Add +22.9% | 8,382 | $192K |
| Capital Advisor Network LLC | 0.27% | — | 8,312 | $190K |
| Richardson Financial Services Inc. | 0.12% | Add +3.1% | 8,049 | $184K |
| Independence Bank of Kentucky | 0.02% | Reduce -6.7% | 7,689 | $176K |
| Imprint Wealth LLC | 0.78% | Add +32.3% | 7,414 | $170K |
| Albion Financial Group | 0.01% | Reduce -0.4% | 7,000 | $160K |
| Signature Resources Capital Management, LLC | 0.07% | Reduce -4.9% | 6,454 | $148K |
| New Republic Capital, LLC | 0.05% | Reduce -80.3% | 6,392 | $146K |
| Key Capital Management, INC | 0.09% | Add +1912.0% | 6,016 | $138K |
| Adirondack Trust Co. | 0.04% | Add +8.0% | 5,829 | $133K |
| Vanguard National Trust Co | 0.01% | — | 5,542 | $127K |
| Truvestments Capital LLC | 0.02% | Add +28.5% | 5,484 | $126K |
| GAMMA Investing LLC | 0.01% | Reduce -34.2% | 4,994 | $114K |
| Pflug Koory, LLC | 0.05% | No change | 4,953 | $113K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -5.5% | 4,762 | $109K |
| Acropolis Investment Management, LLC | 0.00% | New | 4,549 | $104K |
| Legacy Wealth Managment, LLC | 0.05% | Reduce -0.9% | 4,504 | $103K |
| Bogart Wealth, LLC | 0.00% | No change | 4,355 | $100K |
| Caldwell Trust Co | 0.01% | No change | 4,229 | $97K |
| SIMA Wealth Partners, LLC | 0.07% | Reduce -10.5% | 4,174 | $96K |
| Hilton Head Capital Partners, LLC | 0.05% | No change | 4,119 | $94K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 4,106 | $94K |
| Wellington-Altus USA Inc. | 0.05% | Add +100.0% | 4,000 | $91K |
| Evolution Wealth Management Inc. | 0.07% | Reduce -0.7% | 3,941 | $90K |
| HHM Wealth Advisors, LLC | 0.01% | New | 3,732 | $86K |
| Quest 10 Wealth Builders, Inc. | 0.07% | Add +372.9% | 3,637 | $83K |
| Opal Wealth Advisors, LLC | 0.02% | New | 3,428 | $79K |
| Signature Equity Partners, LLC | 0.04% | Add +134.3% | 3,339 | $76K |
| Harbor Investment Advisory, LLC | 0.01% | Add +253.6% | 3,327 | $76K |
| Financial Consulate, Inc. | 0.01% | No change | 3,270 | $75K |
| Brown, Lisle/Cummings, Inc. | 0.02% | New | 3,253 | $75K |
| Dunhill Financial, LLC | 0.02% | New | 3,157 | $72K |
| Medallion Wealth Advisors, LLC | 0.02% | Reduce -1.9% | 3,016 | $69K |
| Trust Co. of Toledo NA | 0.01% | No change | 3,000 | $69K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -10.7% | 2,892 | $66K |
| First PREMIER Bank | 0.02% | No change | 2,885 | $66K |
| Sunrise Financial Services, LLC | 0.05% | New | 2,873 | $66K |
| Simplex Trading, LLC | 0.00% | Reduce -47.2% | 2,782 | $64K |
| Breakwater Investment Management | 0.02% | Add +605.0% | 2,679 | $61K |
| AlphaCore Capital LLC | 0.00% | Add +645.0% | 2,667 | $61K |
| Eastern Bank | 0.00% | Add +326.3% | 2,613 | $60K |
| Piscataqua Savings Bank | 0.04% | No change | 2,607 | $60K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,549 | $58K |
| McGuire Capital Advisors Inc. | 0.04% | Add +2.4% | 2,390 | $55K |
| Cherry Tree Wealth Management, LLC | 0.01% | Reduce -23.7% | 2,278 | $52K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 2,264 | $52K |
| EPG Wealth Management LLC | 0.01% | New | 2,234 | $51K |
| Kilter Group LLC | 0.02% | Add +21.2% | 2,188 | $50K |
| Bravera Wealth | 0.02% | No change | 2,151 | $49K |
| Avion Wealth | 0.01% | No change | 2,047 | $46K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 1,950 | $45K |
| SouthState Bank Corp | 0.00% | No change | 1,912 | $44K |
| Decker Retirement Planning Inc. | 0.02% | No change | 1,881 | $43K |
| Birchwood Financial Partners, Inc. | 0.04% | Add +4.4% | 1,827 | $42K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,776 | $41K |
| Salem Investment Counselors Inc. | 0.00% | New | 1,694 | $39K |
| WealthCollab, LLC | 0.02% | No change | 1,678 | $38K |
| Vanguard Advisers Inc. | 0.00% | — | 1,672 | $38K |
| Ancora Advisors LLC | 0.00% | Reduce -28.4% | 1,593 | $36K |
| Larson Financial Group LLC | 0.00% | Add +323.8% | 1,530 | $35K |
| Rialto Wealth Management, LLC | 0.01% | Reduce -59.6% | 1,526 | $35K |
| Park Place Capital Corp | 0.01% | Add +234.8% | 1,510 | $35K |
| United Financial Planning Group LLC | 0.02% | Add +330.6% | 1,464 | $34K |
| Global Wealth Strategies & Associates | 0.01% | Reduce -3.7% | 1,288 | $30K |
| Wellington Grp LLC | 0.01% | Add +32.4% | 1,282 | $29K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 1,250 | $29K |
| Ameriflex Group, Inc. | 0.01% | Add +0.2% | 1,213 | $28K |
| Root Financial Partners, LLC | 0.00% | Reduce -24.9% | 1,187 | $27K |
| Crewe Advisors LLC | 0.00% | Reduce -36.8% | 1,120 | $26K |
| Towne Trust Company, N.A | 0.01% | No change | 1,118 | $26K |
| S&T Bank | 0.01% | No change | 1,081 | $25K |
| Montag A & Associates Inc. | 0.00% | Reduce -47.7% | 1,031 | $24K |
| Millstone Evans Group, LLC | 0.01% | No change | 1,014 | $23K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -36.7% | 998 | $23K |
| Canton Hathaway, LLC | 0.00% | No change | 1,000 | $23K |
| NFSG Corp | 0.00% | Add +0.0% | 1,000 | $23K |
| Investors Research Corp | 0.00% | No change | 996 | $23K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 965 | $22K |
| Signaturefd, LLC | 0.00% | Reduce -47.8% | 956 | $22K |
| Sound Income Strategies, LLC | 0.00% | Add +148.9% | 946 | $22K |
| Register Financial Advisors LLC | 0.01% | No change | 932 | $21K |
| Aventura Private Wealth, LLC | 0.01% | Add +55.8% | 924 | $21K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 875 | $20K |
| Your Advocates Ltd., LLP | 0.01% | Reduce -39.6% | 873 | $20K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 824 | $19K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -4.6% | 801 | $18K |
| BankPlus Trust Department | 0.00% | No change | 785 | $18K |
| REAP Financial Group, LLC | 0.00% | No change | 744 | $17K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +391.0% | 712 | $16K |
| Financial Connections Group, Inc. | 0.01% | Add +0.6% | 716 | $16K |
| Barrett & Company, Inc. | 0.01% | No change | 692 | $16K |
| Peoples Financial Services Corp. | 0.01% | No change | 619 | $14K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 618 | $14K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 590 | $14K |
| Whittier Trust Co. | 0.00% | No change | 581 | $13K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 575 | $13K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +0.6% | 534 | $12K |
| MTM Investment Management, LLC | 0.00% | Reduce -22.4% | 522 | $12K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 494 | $11K |
| Nova Wealth Management, Inc. | 0.01% | New | 478 | $11K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 447 | $10K |
| West Branch Capital LLC | 0.00% | No change | 447 | $10K |
| Bayban | 0.01% | No change | 434 | $10K |
| Deane Retirement Strategies, Inc. | 0.00% | Reduce -99.9% | 412 | $9K |
| Networth Advisors, LLC | 0.01% | Add +703.9% | 410 | $9K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 332 | $8K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 331 | $8K |
| Fairscale Capital, LLC | 0.01% | No change | 330 | $8K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | New | 324 | $7K |
| Nemes Rush Group LLC | 0.00% | Reduce -69.2% | 308 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 300 | $7K |
| Godfrey Financial Associates, Inc. | 0.01% | Reduce -85.1% | 283 | $6K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 277 | $6K |
| Essential Investment Partners LLC | 0.01% | New | 276 | $6K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | New | 254 | $6K |
| Anchor Investment Management, LLC | 0.00% | No change | 252 | $6K |
| POM Investment Strategies, LLC | 0.01% | No change | 251 | $6K |
| WestEnd Advisors, LLC | 0.00% | No change | 240 | $5K |
| Motco | 0.00% | Reduce -33.5% | 232 | $5K |
| Walsh & Associates, LLC | 0.01% | New | 226 | $5K |
| Riverview Trust Co | 0.01% | New | 224 | $5K |
| Rossmore Private Capital | 0.00% | No change | 222 | $5K |
| KERR FINANCIAL PLANNING Corp | 0.00% | Reduce -30.5% | 221 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -82.7% | 212 | $5K |
| Advocate Investing Services LLC | 0.00% | New | 209 | $5K |
| Davis Capital Management | 0.00% | No change | 208 | $5K |
| SHP Wealth Management | 0.00% | Reduce -54.2% | 207 | $5K |
| Gilpin Wealth Management, LLC | 0.00% | Add +252.6% | 201 | $5K |
| Napier Financial, LLC | 0.00% | New | 200 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 195 | $4K |
| Heritage Wealth Advisors | 0.00% | Add +0.6% | 183 | $4K |
| Silver Grove Financial Group, Inc. | 0.00% | Reduce -90.3% | 174 | $4K |
| Reyes Financial Architecture, Inc. | 0.00% | New | 170 | $4K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 169 | $4K |
| Wilkerson Advisory Group LLC | 0.00% | New | 166 | $4K |
| MPWM Advisory Solutions, LLC | 0.00% | New | 160 | $4K |
| Cornerstone Financial Management LLC | 0.00% | No change | 156 | $4K |
| Archer Investment Corp | 0.00% | No change | 148 | $3K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 147 | $3K |
| Operose Advisors LLC | 0.00% | Reduce -31.1% | 133 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 113 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -87.7% | 128 | $3K |
| LRI Investments, LLC | 0.00% | No change | 122 | $3K |
| Financial Freedom, LLC | 0.00% | New | 115 | $3K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 113 | $3K |
| Howe & Rusling Inc. | 0.00% | Reduce -87.3% | 101 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 100 | $2K |
| Kozak & Associates, Inc. | 0.00% | Add +1.3% | 79 | $2K |
| Tompkins Financial Corp. | 0.00% | Reduce -62.9% | 62 | $1K |
| Asset Dedication, LLC | 0.00% | Add +62.2% | 60 | $1K |
| Eukles Asset Management | 0.00% | No change | 57 | $1K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 55 | $1K |
| Phillips Financial Management, LLC | 0.00% | Reduce -83.7% | 53 | $1K |
| Johnson Financial Group, Inc. | 0.00% | New | 51 | $1K |
| Fortis Group Advisors, LLC | 0.00% | No change | 39 | $893 |
| Burk Holdings LLC | 0.00% | New | 36 | $825 |
| Sunbelt Securities, Inc. | 0.00% | Reduce -93.8% | 26 | $594 |
| Retiremitten Financial LLC | 0.00% | — | 23 | $527 |
| Alerus Financial NA | 0.00% | Reduce -50.0% | 21 | $481 |
| Darwin Wealth Management, LLC | 0.00% | New | 20 | $458 |
| Integrity Financial Corp | 0.00% | No change | 11 | $252 |
| Duncker Streett & Co. Inc. | 0.00% | New | 8 | $183 |
| Realta Investment Advisors | 0.00% | No change | 3 | $69 |
"% of holder's portfolio" is GOVT's weight in each manager's 13F, not the share of iShares US Treasury Bond ETF the manager owns.